Plante Moran Financial Advisors, LLC - MFS CHARTER INCOME TR ownership

MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 64 filers reported holding MFS CHARTER INCOME TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q4 2020$223,000
+9.9%
25,4000.0%0.07%
-2.8%
Q3 2020$203,000
+6666.7%
25,400
+6691.4%
0.07%
+3450.0%
Q4 2014$3,000
-72.7%
374
-68.8%
0.00%
-80.0%
Q3 2014$11,0000.0%1,1980.0%0.01%0.0%
Q2 2014$11,0001,1980.01%
Other shareholders
MFS CHARTER INCOME TR shareholders Q1 2021
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 967,220$8,038,0000.81%
9258 Wealth Management, LLC 117,553$977,0000.76%
1607 Capital Partners, LLC 1,567,959$13,030,0000.71%
Shaker Financial Services, LLC 161,802$1,345,0000.69%
Thomas J. Herzfeld Advisors, Inc. 163,787$1,361,0000.50%
Point View Wealth Management, Inc. 113,648$944,0000.43%
SIT INVESTMENT ASSOCIATES INC 1,507,463$12,527,0000.38%
CENTAURUS FINANCIAL, INC. 116,380$967,0000.15%
BENJAMIN F. EDWARDS & COMPANY, INC. 135,593$1,127,0000.09%
Gilman Hill Asset Management, LLC 29,075$242,0000.08%
View complete list of MFS CHARTER INCOME TR shareholders